Justin Haywood
Justin Haywood is a CFP-designated registered investment advisor at Haywood Wealth Management, based in Houston, TX, with 9 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 37 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable. Clients who engaged the firm prior to the effective date may be billed under a different fee schedule that was in effect at the time of their engagement.
Fee Estimator
Location
2625 Bay Area Blvd. Suite 120, Houston, TX, 77058
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2017Other Business ActivitiesSells Insurance
Justin is an independent licensed insurance agent.
Employment History
Current Registrations
Haywood Wealth Management
Previous Registrations
Royal Harbor Partners, LLC
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.